Joshua Montavon

Director Of Financial Aid at Westminster College
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Contact Information
us****@****om
(386) 825-5501
Location
Salt Lake City, Utah, United States, US

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Experience

    • United States
    • Higher Education
    • 200 - 300 Employee
    • Director Of Financial Aid
      • Dec 2017 - Present

    • United States
    • Education Management
    • 200 - 300 Employee
    • Director Of Financial Aid
      • Feb 2017 - Dec 2017

    • Education Administration Programs
    • Director of Regulatory Compliance & Quality Assurance
      • Jun 2016 - Dec 2016

      Responsible for the development of policies and procedures for centralized Financial Aid Office. Coordinated student finance efforts with ten campuses across the country. Communicated regularly with staff and campuses to create collaborative environment focused on continuous improvement.• Implemented quality assurance procedures to support accurate and timely administration of federal student aid for over 2,000 students.• Assisted in transition of campuses from third-party processor to internal delivery of financial aid.• Updated stipend process to ensure credit balances cleared accurately and timely.

    • United States
    • Education Administration Programs
    • 700 & Above Employee
    • Director of Student Finance
      • Nov 2011 - Jul 2015

      Led Student Finance efforts to compliantly administer financial aid and veteran benefits. Led teams responsible for quality assurance of financial aid awards, student file audits, and ISIR transaction updates. Successfully evaluated and adjusted quality assurance procedures to account for new regulations and audit findings. Decision maker on complex student issues requiring research or professional judgment. Effectively collaborated with external and internal auditors on compliance inquiries.• Re-engineered quality assurance and auditing procedures due to company restructuring. Integrated three distinct groups into single unit resulting in more consistent administration of benefits.• Increased year-over-year accuracy during annual compliance audits from 93% in FY2012, 96% in FY2013, and 97% in FY2014.• Improved staff productivity on Quality Assurance Team by more than 33%.• Headed up committee of staff and manager to initiate employee engagement through more positive work environment.

    • United States
    • Higher Education
    • 700 & Above Employee
    • Director of Financial Aid
      • Jul 2010 - Nov 2011

      Led team of individuals responsible for completion of verification, R2T4, and student file audits. Overhauled compliance and training efforts for Financial Aid Office of 100+ staff members. Implemented formal auditing processes and brought attention to compliance issues.• Guided development of numerous training efforts inclusive of Program Integrity, revamped new hire, customer service, and multiple regulatory updates.• Established strategic plans around each audit performed, deliverables for management, and visibility to areas of concern.• Identified key areas of risk and implemented session by session review and reporting process.• Resolved R2T4 compliance issues by updating policies and procedures around days in R2T4 denominator, PWDs, and LDs. Led project to correct thousands of incorrectly completed R2T4s.• “Go to” person for complex financial aid issues for FA Advisors, Managers, and Directors.

    • Higher Education
    • 300 - 400 Employee
    • Director of Student Finance
      • Feb 2010 - Jul 2010

      Responsible for day-to-day operations of the Financial Aid Office. Represented Financial Aid in interdepartmental meetings for campus direction, SAP appeals, and enrollment start progress updates.• Oversaw all federal, private, and institutional aid processed through the Financial Aid Office.• Ensured campus remained compliant with updated regulations and materials for students.• Assisted Admissions by providing prospective students with overview of estimated costs and financial aid eligibility.• Guided students and parents through completing documents, providing applicable information, and covering remaining costs not paid by financial aid.

    • Higher Education
    • 200 - 300 Employee
    • Associate Director of Financial Aid
      • Oct 2004 - Feb 2010

      Responsible for overseeing quality assurance and loan/grant processing efforts for more than 20,000 students. Built high performing teams responsible for accurate and timely disbursement and return of aid.• Provided guidance for Quality Assurance Team and financial aid staff on awarding of federal and institutional funds.• Developed catalog of policy updates with effective dates to assist staff in remembering significant policy and procedure changes.• Drafted staff communications for updated policies and procedures around the disbursement of aid and QA review process.

Education

  • Southeast Missouri State University - Harrison College of Business and Computing
    Bachelor of Science in Business Administration, Finance, General
    2001 - 2004

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